Investment Representative

CITIZENS NATIONAL BANK•Celina, OH

3d•Hybrid

About The Position

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent opportunity available in our Celina market for a Investment Representative. In this role you will be an integral part of the organization responsible for portfolio management, client communication, and client wealth management meetings. This position requires travel to outside offices at times to meet with management and staff, however on-site presence is also necessary for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position. Must be able to relate to other people beyond giving and receiving instructions: must get along with co-workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor.

Requirements

Bachelor's degree in business, finance or related field preferred, and appropriate licensure or obtain the licensing with 120 days, including Series 7 and Series 63 AND 65 (or 66 if not both 63 AND 65) and insurance license.

Nice To Haves

Previous investment knowledge and experience is preferred.
Stellar communication
Sales and public relations skill, as well as interviewing and research skills.
Continuing education to remain current in new regulations, products, and changes in laws, etc. is required.

Responsibilities

Develops, services, and delivers financial planning to clients.
Provides annual client reviews.
Assist clients with insurance, retirement, and estate planning.
Follows up on bank/firm generated leads.
Develops and maintains written systems of their activity.
Reviews business trends and advises customers regarding expected fluctuations.
Attends sales and trade meetings to develop new business prospects
Makes presentations on financial services to groups to attract new clients.
Promotes favorable image of the financial institution in all business activities within the community.